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Technology Stocks : Micron Only Forum

MU 241.14

-6.7%

Dec 12 9:30 AM EST

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To: Trey McAtee who wrote (305)	6/11/1996 10:55:00 PM
From: Jerry Denkera	of 53903

TO ALL---Boy suddenly BTB has meaning.For months the BTB had no meaning was passe and irrelevant.We get what looks like a slight turnaround in numbers and everything is alright with the semiconductor business.Suddenly the BTB is a very important number indicating the boom could be back. I guess all the announcements of cutbacks and lower profits, if any, at the dram and sram mfgers is really a smokescreen so the insiders can buy stock at deflated prices.All the insider selling at MU is being done to throw everyone off track. Reality is that some semi companies are and will do better going forward but the evidence suggest that dram and sram companies have a lot more suffering ahead. There is an enormous amount of product building on the shelves of vendors and prices look like they will continue to deteriorate. I will continue to invest selectively in semi co.s but will steer clear of dram and sram makers until there is some evidence that demand can keep up with production. Regards Jerry

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